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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,069,642 | $165,381+546.8% | $149,730+614.4% | $158,966+572.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.00% | 348.29%-311.3pp | 276.70%-239.7pp | 302.95%-266.0pp |
| Employer contribution / active EE | $20,764 | $5,104+306.8% | $4,645+347.0% | $4,762+336.0% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $5,393 | $10,809-50.1% | $9,310-42.1% | $11,250-52.1% |